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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP INC. Service code 37 · EIN 23-1945930 | Loan Processing | $1,720 |
ASCENSUS LLC3+ years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,233 | $91,762-30.0% | $67,502-4.8% | $77,643-17.3% |
| Participation rate | 28.8% | 75.9%-47.1pp | 72.9%-44.1pp | 70.6%-41.8pp |
| Annual return | 14.46% | 14.87%-0.4pp | 3512.12%-3497.7pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,089 | $3,181-65.8% | $2,731-60.1% | $2,726-60.0% |
| Participant deferral / active EE | $2,449 | $3,903-37.3% | $4,000-38.8% | $4,647-47.3% |
| Admin fee / account holder | $6 | $176-96.7% | $3,998-99.9% | $430-98.6% |